LOWES COMPANIES INC
Lowe’s operates a retail and branch network serving homeowners, renters, and professional customers in residential and commercial markets. As of January 30, 2026, it operated 1,759 home improvement stores and outlets in the United States and over 540 branch locations in the United States and Canada. Lowe’s is headquartered in Mooresville, North Carolina. Its stores and online channels sell products for construction, maintenance, repair, remodeling, and decorating, including appliances, lumber, tools, building materials, and home furnishings. Customers can shop in stores, online, through mobile applications, at job sites, branches, and contact centers, with options for pickup and delivery. Lowe’s also provides installation services through independent contractors and offers extended protection plans for certain products. It makes money by selling home improvement products and providing services, including installation and product protection.
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No SEC Form 4 filings for $LOW in the last 30 days.
See all $LOW insider activity →Lowe's (LOW) stock rose 25.7% in November 2026, outperforming the S&P 500. Sales increased 8.3% to $26.0B in Q2 2026, but margins fell to 13.7% from 14.5% YoY. Management cited soft DIY demand but noted growth in online sales and Pro services. The stock trades at 19.5x earnings, below the S&P 500's 22.3x.
Five companies with long dividend-raising streaks are highlighted. Emerson Electric (EMR) enters its 71st year of raises, Lowe’s (LOW) yields 2.2%, PepsiCo (PEP) offers 4.1% yield, ADP (ADP) has 2.2% yield with double-digit raises, and Atmos Energy (ATO) yields 2.5% with 9% growth. Each shows strong cash flow coverage, but risks include housing market freeze, margin pressures, interest rate dependence, and regulatory hurdles.
Bernstein raised Lowe’s (NYSE: LOW) price target to $270 from $254, citing de-risked expectations. The firm expects Home Depot to outperform but sees limited upside. Both stocks have rallied on lower oil prices and sector rotation. Bernstein prefers Lowe’s for its greater exposure to discretionary categories and attractive valuation.
Over the past 7 days, AlphAI's AI scored 7 news stories mentioning LOW (LOWES COMPANIES INC). Coverage has skewed bullish: 5 bullish, 2 neutral, and 0 bearish.
Recent LOW coverage spans financial news, market movers and earnings.
Earnings beat on sales but margin compression may limit upside.
Strong earnings and dividend raise could boost investor confidence.
Analyst upgrade with higher target may drive buying pressure on LOW.
The partnership may modestly boost Lowe's sales and customer engagement, but no immediate financial impact is quantified.
Analyst upgrade suggests upside potential for the stock.
AlphAI scores every news story that mentions LOW with an AI model for sentiment and relevance, and aggregates insider trades from LOWES COMPANIES INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Lowe's (LOW) stock rose 25.7% in November 2026, outperforming the S&P 500. Sales increased 8.3% to $26.0B in Q2 2026, but margins fell to 13.7% from 14.5% YoY. Management cited soft DIY demand but noted growth in online sales and Pro services. The stock trades at 19.5x earnings, below the S&P 500's 22.3x.
Five companies with long dividend-raising streaks are highlighted. Emerson Electric (EMR) enters its 71st year of raises, Lowe’s (LOW) yields 2.2%, PepsiCo (PEP) offers 4.1% yield, ADP (ADP) has 2.2% yield with double-digit raises, and Atmos Energy (ATO) yields 2.5% with 9% growth. Each shows strong cash flow coverage, but risks include housing market freeze, margin pressures, interest rate dependence, and regulatory hurdles.
Bernstein raised Lowe’s (NYSE: LOW) price target to $270 from $254, citing de-risked expectations. The firm expects Home Depot to outperform but sees limited upside. Both stocks have rallied on lower oil prices and sector rotation. Bernstein prefers Lowe’s for its greater exposure to discretionary categories and attractive valuation.
Lowe's (LOW) partners with Bilt to offer home improvement products and services to Bilt's 8 million members. Members can earn rewards, access Lowe's HomeCare+ subscription, and connect to MyLowe's Rewards. The partnership aims to enhance homeownership experiences and loyalty benefits. Lowe's operates 1,750 stores with $86B in 2025 sales.
JP Morgan kept its Overweight rating on Lowe's Companies and increased its price target to $275 from $252, suggesting a 22.5% upside from the Nov 6 close of $224.55.
Lowe's (LOW) paid a $1.25 per share dividend on November 4, 2026, marking a 4.2% increase from the previous quarter. The company has raised its dividend annually since 2010, with the current payout representing about 41% of its guided fiscal 2026 adjusted EPS. Despite housing market challenges, management remains committed to its dividend, though buybacks have significantly decreased. The stock is up 27.45% over the past month, trading at $227.32 with a yield near 2.05%.
Lowe's (LOW) stock rose 25.7% recently but trades below the S&P 500 median multiple at 19.3x earnings. Revenue grew 8.2% year-over-year, driven by Pro, Online, and Home Services. Free cash flow reached $7.0 billion, covering dividends. However, net income stagnated at $2.4 billion in Q2 2026, with margins declining due to acquisitions and weak DIY demand.
Homebuilder and housing supplier stocks surged following the midterm elections. Lennar and PulteGroup rose over 7%, D.R. Horton over 8%, Home Depot 6.5%, and Lowe's 7.5%. The gains followed Democratic wins, with investors anticipating potential affordability policies. The sector has faced cost increases and a 4 million home shortfall, according to Realtor.com.
Home Depot's stock rose 7% as housing stocks rallied post-midterm elections, driven by investor hopes for housing policy changes and lower mortgage rates. Analysts expect Home Depot's EPS to grow 2% this fiscal year. Competitors Lowe's, D.R. Horton, and Lennar also saw gains. Home Depot's Q3 report on Nov. 17 will be key for U.S. comparable sales data.
Housing-related stocks like Lennar, D.R. Horton, PulteGroup, Home Depot, and Lowe's rose following midterm elections, with Lennar up 8% and Home Depot initially up 17%. The 10-year Treasury yield dipped slightly. Democrats' control of Congress may lead to housing affordability measures, according to TD Cowen.
